WM
| |
Wishbone Management, LP13F | |
| Wishbone Management, LP | |
| Last update 2025-05-15 | 4 Stocks (1 new) |
| Value $167.00 Mil | Turnover 22 % |
Wishbone Management, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVT | Avnet Inc | 1,290,000 | 62,036.1 | -21.82% | 37.220 | -8.95% | 1.540 | +17.28% | +6.53% | 4,612.1 | Hardware | |
CPA | Copa Holdings SA | 472,500 | 43,687.3 | +12.50% | 26.210 | +2.91% | 1.150 | +24.51% | +27.08% | 4,451.8 | Transportation | |
LSPD | Lightspeed Commerce Inc | 3,675,000 | 32,156.3 | New Holding | 19.290 | +19.29% | 2.510 | +35.13% | -17.66% | 1,733.8 | Software | |
FERG | Ferguson Enterprises Inc | 179,697 | 28,792.8 | 0% | 17.280 | 0% | 0.090 | +36.17% | +29.51% | 44,710.9 | Industrial Distribution | |
ELV | Elevance Health Inc | 0 | 0 | Sold Out | 0.000 | -26.64% | 0.000 | -34.44% | -24.24% | 62,604.2 | Healthcare Plans |
Wishbone Management, LP's Historical Top Holdings Breakdowns
Wishbone Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ELV | Elevance Health Inc | 2025-03-31 | Sold Out Sold Out | -26.64% | 365.83 ($401.43) 436.25 | $277.09 | -30.97% | Sold Out | 0 | -152,000 | |
LSPD | Lightspeed Commerce Inc | 2025-03-31 | New Buy New Buy | +19.29% | 8.75 ($12.89) 16.19 | $12.54 | -2.72% | New holding | 3,675,000 | 3,675,000 | |
AVT | Avnet Inc | 2025-03-31 | Reduce Reduce | -8.95% | 46.61 ($50.61) 54.65 | $55.00 | 8.67% | Reduce -21.82% | 1,290,000 | -360,000 | |
CPA | Copa Holdings SA | 2025-03-31 | Add Add | +2.91% | 85.71 ($92.81) 98.05 | $108.13 | 16.51% | Add 12.5% | 472,500 | 52,500 | |
SDRL | Seadrill Ltd | 2024-12-31 | Sold Out Sold Out | -13.14% | 35.18 ($38.76) 42.1 | $28.16 | -27.35% | Sold Out | 0 | -923,310 | |
ELV | Elevance Health Inc | 2024-12-31 | Add Add | +2.45% | 365.96 ($416.99) 509.02 | $277.09 | -33.55% | Add 10.14% | 152,000 | 14,000 | |
FERG | Ferguson Enterprises Inc | 2024-12-31 | Reduce Reduce | -2.16% | 173.57 ($198.58) 222.84 | $222.79 | 12.19% | Reduce -14.43% | 179,697 | -30,303 | |
FERG | Ferguson Enterprises Inc | 2024-09-30 | Reduce Reduce | -6.56% | 185.87 ($202.58) 222.65 | $222.79 | 9.98% | Reduce -33.33% | 210,000 | -105,000 | |
ELV | Elevance Health Inc | 2024-09-30 | Reduce Reduce | -2.62% | 500.12 ($534.22) 562.29 | $277.09 | -48.13% | Reduce -9.8% | 138,000 | -15,000 | |
CPA | Copa Holdings SA | 2024-09-30 | Add Add | +2.35% | 81.5 ($90.41) 96.88 | $108.13 | 19.60% | Add 20% | 420,000 | 70,000 |
Wishbone Management, LP Total Holding History ($B)
Wishbone Management, LP's Asset Allocation
Wishbone Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wishbone Management, LP's Hypothetical Growth since 2025-03-31
Wishbone Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wishbone Management, LP's Holdings Heat Map
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Wishbone Management, LP's Holdings Bubble Chart
Wishbone Management, LP News
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